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American Express: Q2 2026 Results (Quick Note)
Volume and revenue grew strongly, but there were some accounting and operational decisions on costs.
Bluesky · Hashtag
#$AXP
47
posts · 30d
14
users
2
posts / day
3.4
posts / user
-67% vs last week
#$AXP is an active hashtag on Bluesky. In the last 30 days, 14 people shared 47 posts with it — around 2 a day. Activity is down 67% versus the previous week, peaking on Jul 24 with 12 posts.
#$AXP posts per day (last 30 days)
Related tags
Tags most often used together with #$AXP.
Posts with #$AXP
* American Express to Build New State-of-the-Art Global Headquarters at 2 World Trade Center
* American Express: 55-Story Building Will Have Capacity to Host Up to 10,000 Workers
* American Express: New Building Will Span Nearly Two Million Square Feet
(via DJ) $AXP
19 23 216
In case you were wondering why AmEx, Ralph Lauren and other “high-income” stocks are getting pinched.
@citrini.bsky.social $AXP $RL
www.citriniresearch.com/p….
5 36 165
BARCLAYS: Citrini blog “was rather grim reading, but .. it doesn’t mean that will be the one that ultimately transpires… Remember, 3 yrs ago investors were convinced the US economy was going into a recession .. Tell that to $AXP -8%, or $IBM suffering the worst one-day decline in over two decades.”
6 17 123
Marriott US acceleration driven by luxury chains with revpar +9% on both corporate & high end leisure. But growth broadened to include economy hotels +4.4% as even cost conscious US travel is picking up. 💪 $MAR $HLT $ABNB $AXP $V $MA $XLY $XLF $XLI $BKNG
Rahul Sharma @retailguru.bsky.social
Marriott lifts revpar, profit guide on US upside. US accelerated to +4.7% revpar, on higher room rates, taking global revpar +3.4%, despite full Q of Middle East hit. Ex ME, overseas occupancy & rates up. Consumer, corporate demand both healthy $MAR $HLT $ABNB $BKNG $AXP $V $MA
0 1 7
United premium as strong as Delta, with 10 point gap vs coach on unit revenue. Globally all airlines chasing upscale travel boom: 50% of new $UAL capacity is premium. Why wealth matters so much to more & more consumer businesses. Don’t look down! $DAL $AXP $RL $DIS $TPR $WSM
Rahul Sharma @retailguru.bsky.social
United bullish & is firing on all cylinders: premium, international, corporate & also lower coach capacity = $UAL guide is low-balled, barring of course more Trump bombshells during year. Which is impossible to rule out 🤷♂️ $DAL $XLY $AXP $EXPE $BKNG $MAR $V $MA $ABNB
1 2 16
Like clockwork, $JPM says spend, cash buffers, demand, quality all strong but it is ‘watchful’. Points to potential labor market/real wage easing & one-off tax refunds but admits nothing yet showing up in business trends. $WFC $BAC $AXP $XLF $XLY $V $MA
Rahul Sharma @retailguru.bsky.social
Banks have been doing rounds regularly but $AXP again confirms strength across board with excellent credit quality & no sign of negative inflection. Q2 trending better than Q1, itself strongest in 3 years led by discretionary areas. $XLF $XLY $V $MA $TPR $RL $WSM
0 0 8
On top of strong reports from $V, $AMZN, $AXP $SBUX & others on US consumer, Redbook retail sales accelerating even NOW to 1-year highs & remarkably, 3-year highs. US seemingly blissfully unaware of geopolitical events & rising gas costs. 🔥🫡 $XLY $XLF $XPY
Rahul Sharma @retailguru.bsky.social
In more evidence of how sheltered US is from international geopolitics, Visa US consumer card spend accelerated(!) in March post Iran action & has maintained pace in April. Web also accelerated into April. Only travel showing some weakness. 💪 $V $MA $AMZN $XLY $XLF $AXP
1 0 8
No sign of cracks in US consumer. After strong Q1 update, $JPM card spend accelerated to +10%, best since Q3 2022. Credit quality also MUCH better with delinquencies lowest in 3 years. Dimon acknowledges strength calling risks 'manageable'. 🔥 $AXP $BAC $WFC $XLF $XLY $V $MA
Rahul Sharma @retailguru.bsky.social
$JPM again paints solid picture of US consumer. Card spend +7%, steady on 3-year stack. Up 7% or more every Q since 2020. Delinquencies steady for 2+ years & charge-offs easing. No card loan blowout. And Dimon message decidedly less cautious. 💪 $BAC $AXP $COF $XLY $XLF $V $MA
2 0 6
Marriott US acceleration driven by luxury chains with revpar +9% on both corporate & high end leisure. But growth broadened to include economy hotels +4.4% as even cost conscious US travel is picking up. 💪 $MAR $HLT $ABNB $AXP $V $MA $XLY $XLF $XLI $BKNG
Rahul Sharma @retailguru.bsky.social
Marriott lifts revpar, profit guide on US upside. US accelerated to +4.7% revpar, on higher room rates, taking global revpar +3.4%, despite full Q of Middle East hit. Ex ME, overseas occupancy & rates up. Consumer, corporate demand both healthy $MAR $HLT $ABNB $BKNG $AXP $V $MA
0 1 7
Marriott lifts revpar, profit guide on US upside. US accelerated to +4.7% revpar, on higher room rates, taking global revpar +3.4%, despite full Q of Middle East hit. Ex ME, overseas occupancy & rates up. Consumer, corporate demand both healthy $MAR $HLT $ABNB $BKNG $AXP $V $MA
Rahul Sharma @retailguru.bsky.social
Hilton Q2 revpar +30bp from Q1 to +3.9% despite full ME hit as accelerating travel demand drove US revpar to +5.4%. In sign of broadening recovery, cheaper limited service hotels doing well. $HLT points to continued strength into Q3 & 2027. $MAR $ABNB $BKNG $DAL $UAL $AXP $XLY
0 0 0
Visa credits robust US consumer spend. Strongest at highest band but no sign of weakening at lower end. Web sales boosted in June on $AMZN Prime Day shift which hurt July, as well as other factors . Otherwise sees consistent, strong performance. $MA $AXP $XLY $XLF
Rahul Sharma @retailguru.bsky.social
US credit card spend accelerated in June, with some giveback in July-to-date, although processed transactions remain steady. Cross-border volume remains very robust led by web, while travel spend also remains healthy at highest levels of Q. $V $MA $AXP $XLY $XLF $AMZN
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AI coding benefits rising for American Express $AXP
26Q1: "We're getting about 30% benefit with our programmers from a coding perspective and testing perspective
26Q2: "What we're seeing is anywhere from a 30% to 40% decrease in cycle time from a coding perspective"
(CEO)
0 2 2
$AXP new corporate speak for hiring freeze
"There is a lack of acceleration in hiring of more travel reps, more customer service reps, even as the business continues to grow ... That no. really hasn't grown. And we would expect over time for that no. to decrease"
(yes it's AI)
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